Documents: Uploading

Patient Profiles have a section for the viewing and uploading of documents and records. Some of the things you can find here are Assessment copies, medical record scans, drivers license copies and DocuSign records.

Document Management

Welkin’s document management enables care teams to create and store supporting documents required for assisting patients and informing members of the care team. The Designer tool allows customization of document types which enables customers to capture the important information about a document, along with the document file itself. File types supported include .pdf, .png and .jpg. 

To upload a new document: 

• Click “+Document” and choose the appropriate document type
• Each document type built by your organization will have associated fields to enter data from the document when you complete the upload
• Click Add file
• Choose file
• Complete required fields within the system
• Click “save”
• The Document is added to the list for review

More Questions?

If you have any questions, please email the Customer Success Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.